| Date | Description |
|---|---|
| 2025-05-10 | update person_description Joel, Morales => Joel Morales |
| 2025-05-10 | update person_title Lesley Brewis: Investment Advisor; Representative => Client Relationship Manager |
| 2021-04-02 | insert otherexecutives Bev Bouchard |
| 2021-04-02 | delete person Matthew D. Jimenez |
| 2021-04-02 | insert person Bev Bouchard |
| 2021-04-02 | insert person Lyn Horowitz |
| 2021-04-02 | update person_title Russ Diamond: Representative With => Financial Adviser With |